EQS vs. CUBA, NOM, CIF, CEE, EEA, GCV, CEV, DTF, NYC, and BMTX
Should you be buying Equus Total Return stock or one of its competitors? The main competitors of Equus Total Return include The Herzfeld Caribbean Basin Fund (CUBA), Nuveen Missouri Quality Municipal Income Fund (NOM), MFS Intermediate High Income Fund (CIF), The Central and Eastern Europe Fund (CEE), The European Equity Fund (EEA), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), DTF Tax-Free Income 2028 Term Fund (DTF), American Strategic Investment (NYC), and BM Technologies (BMTX). These companies are all part of the "finance" sector.
The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations, community ranking and media sentiment.
Equus Total Return received 11 more outperform votes than The Herzfeld Caribbean Basin Fund when rated by MarketBeat users. However, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 63.10% of users gave Equus Total Return an outperform vote.
Equus Total Return has a net margin of 2,221.48% compared to Equus Total Return's net margin of 0.00%. Equus Total Return's return on equity of 0.00% beat The Herzfeld Caribbean Basin Fund's return on equity.
Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.
In the previous week, Equus Total Return had 1 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 1 mentions for Equus Total Return and 0 mentions for The Herzfeld Caribbean Basin Fund. Equus Total Return's average media sentiment score of 0.00 equaled The Herzfeld Caribbean Basin Fund'saverage media sentiment score.
The Herzfeld Caribbean Basin Fund has a beta of 1.16, meaning that its stock price is 16% more volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 0.95, meaning that its stock price is 5% less volatile than the S&P 500.
15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Comparatively, 30.7% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Summary
The Herzfeld Caribbean Basin Fund and Equus Total Return tied by winning 5 of the 10 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding EQS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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